Monte Financial Group’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.45M | Buy |
10,083
+44
| +0.4% | +$19.4K | 1.73% | 32 |
|
|
2025
Q1 | $5.09M | Buy |
10,039
+77
| +0.8% | +$39K | 2.23% | 20 |
|
|
2024
Q4 | $4.72M | Sell |
9,962
-1,208
| -11% | -$572K | 2.02% | 29 |
|
|
2024
Q3 | $5.49M | Sell |
11,170
-94
| -0.8% | -$46.2K | 2.28% | 22 |
|
|
2024
Q2 | $5.22M | Sell |
11,264
-110
| -1% | -$51K | 2.3% | 18 |
|
|
2024
Q1 | $4.91M | Sell |
11,374
-754
| -6% | -$326K | 2.15% | 23 |
|
|
2023
Q4 | $5.2M | Sell |
12,128
-3,261
| -21% | -$1.4M | 2.43% | 15 |
|
|
2023
Q3 | $5.81M | Sell |
15,389
-1,172
| -7% | -$443K | 2.94% | 6 |
|
|
2023
Q2 | $6.32M | Sell |
16,561
-215
| -1% | -$82K | 3.08% | 4 |
|
|
2023
Q1 | $5.34M | Buy |
16,776
+4,996
| +42% | +$1.59M | 2.82% | 8 |
|
|
2022
Q4 | $2.94M | Buy |
+11,780
| New | +$2.94M | 1.51% | 32 |
|